Forms

Many of our investment materials are available online. To view most of them, you will need the Adobe Acrobat Reader software installed on your computer.

Standard Accounts

Name When to Use Download
New Account Application
Investor Class For all investors—use this form to open a new non-retirement account PDF
Service Class

Difference between investor class and service class shares
For financial professionals—use this form to open a new standard account on behalf of a client PDF
Other Standard Account Forms
Withdrawal Requests Use this form to request a withdrawal from your non-retirement ProFunds account. PDF
Re-Registration of Inherited Shares Use this form to re-register inherited shares from a deceased shareholder’s non-retirement account and provide instructions for the inherited shares. PDF
Transfer Use this form to request non-retirement accounts transferred to ProFunds. PDF
Check Writing Signature Use this form to make redemptions from the Government Money Market ProFund. PDF
Transfer on Death Supplemental Registration To be completed only for transfer on death registrations. PDF
Cost Basis Election

FAQs on cost basis (PDF)
Use this form to update the cost basis method on your non-retirement ProFunds account. PDF

Retirement Accounts

Name When to Use Download
Traditional and Roth IRA New Account Applications
Investor Class For all investors—use this form to open a new Traditional IRA or Roth IRA account PDF
Service Class

Difference between investor class and service class shares
For Financial Professionals—use this for to open a new Traditional IRA or Roth IRA account on behalf of a client PDF
SIMPLE IRA New Account Applications
Investor Class For all investors—use this form to open a new SIMPLE IRA account PDF
Service Class For Financial Professionals—use this form to open a new SIMPLE IRA account on behalf of a client PDF
Other Retirement Account Forms
Individual Retirement Custodial Account Agreement This form should be downloaded with any IRA Account Application and is a required disclosure agreement PDF
IRA Distribution Request Use this form to request a distribution from your ProFunds IRA. PDF
IRA Transfer or Direct Rollover Request Use this form to have your traditional IRA, Roth IRA, SIMPLE IRA or employer-sponsored retirement plan transferred to ProFunds. PDF
Required Minimum Distribution Request Use this form to request a required minimum distribution (RMD) from your ProFunds IRA. PDF
Designation of Beneficiary for Retirement Plan Accounts Use this form to add or change designated beneficiaries for you ProFunds retirement plan account. PDF
Simple IRA Contribution Transmittal Form Use this form for subsequent contributions to a SIMPLE IRA ProFunds account. PDF

General Forms

Name When to Use Download
Account Options Use this form to add wire/ACH instructions to an existing ProFunds account or to establish automatic account options. PDF
Appointment of Financial Professional Use this form to authorize one or more financial professionals to give ProFunds instructions on your behalf for transactions in your account. PDF
Authorized Trader Designation For Financial Professionals: Use this form to authorize traders or personnel to execute transactions on behalf of your firm. PDF

This report is intended for general information and should not be used to solicit prospective investors. For more complete information please review the prospectus.